Aggressive portfolios generally have
a higher investment in equities.
Not exact matches
• White Oak
Equity Partners acquired a minority interest
in Blueshift Asset Management, a Red Bank, N.J. - based quantitative
investment firm focused on statistical arbitrage and
high - frequency trading strategies.
«
Higher than expected revenues
in FICC, I&L (
equity gains) and
Investment Management (incentive fees) more than offset lower than anticipated revenues in equity trading and investment banking (DCM better than expected, M&A and ECM worse),» Barclays analyst Jason M. Goldberg said
Investment Management (incentive fees) more than offset lower than anticipated revenues
in equity trading and
investment banking (DCM better than expected, M&A and ECM worse),» Barclays analyst Jason M. Goldberg said
investment banking (DCM better than expected, M&A and ECM worse),» Barclays analyst Jason M. Goldberg said
in a note.
Private
equity associate,
equity research analyst, surgeon, cardiologist, radiologist, orthopedic surgeon,
investment banking analyst and senior reservoir engineer are among jobs that net bonuses
in the
high six figures.
Banks have been an attractive
investment in part because the return on
equity has historically been very
high — more than 20 % — but that level will be much harder to maintain.
Reuters» monthly asset allocation poll of 50 wealth managers and chief
investment officers
in Europe, the United States, Britain and Japan showed growing caution about
equities even as world stock markets surged to fresh
highs in January after repeatedly smashing records
in 2017.
According to Canada's Venture Capital & Private
Equity Association (CVCA),
investment activity
in Canada's venture capital (VC) industry has accelerated since 2011, reaching its
highest level since 2006.
Students have long gone to business school to gain entry to
high - paying jobs
in consulting,
investment banking, private
equity, venture capital, and hedge funds.
Orange Capital makes
investments in value
equity,
high - yield and distressed debt, and secured loans, according to the fund's brochure document.
Dividend stocks that yield more When it comes to
equities,
high - paying dividend stocks, especially
in the utility and REIT sectors, have been the go - to
investment of late.
Lewis, fund's chief
investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized
in distressed debt,
high - yield bonds, and value
equity.
With debt financing, the fixed repayment schedule and the
high cost of loan repayment can make it difficult for a business to expand while with
equity financing, money is invested
in the business
in exchange for
equity - there is no fixed repayment schedule and investors generally have a long term goal of return on
investment.
Obviously, shareholders
in a company with a low return on
equity would be better off liquidating the company or paying 90 % of earnings out
in dividends since investors may be able to earn a
higher return from another
investment.
In addition to
high yield credit, Highland's
investment capabilities include public
equities, real estate, private
equity and special situations, structured credit, and sector - and region - specific verticals built around specialized teams.
Our Real Estate professionals are seasoned experts
in sourcing, analyzing, structuring and monetizing real estate
investments in distressed debt,
high - yielding senior loans, direct
equity and hybrid
investments, among others.
Equity Income Funds typically distribute most of their income
in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most
Equity Income Funds and ETFs to be considered
High Tax Efficiency
investments when compared with other
investment options that generate taxable income.
The faith
in the effectiveness of interest rate cuts has driven the percentage of bearish
investment advisors to a dangerously low 25.5 %, while the average
equity allocation of Wall Street strategists is now above 70 %, the
highest level
in this market cycle and quite probably a record.
The Carlyle Group («Carlyle») is one of the world's largest global alternative asset management firms that originates, structures and acts as lead
equity investor
in management - led buyouts, strategic minority
equity investments,
equity private placements, consolidations and buildups, growth capital financings, real estate opportunities, bank loans,
high - yield debt, distressed assets, mezzanine debt and other
investment opportunities.
Our Global Market Strategies segment, established
in 1999 with our first
high yield fund, advises a group of 46 active funds that pursue
investment opportunities across various types of credit,
equities and alternative instruments, including bank loans,
high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short
high - grade and
high - yield credit instruments, emerging markets
equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their derivatives.
A
equity investment in a
high risk seed or early stage company does not align with the longer term nature of the assets of a registered savings plan.
Christopher M. Sulyma filed a lawsuit on behalf of two proposed classes of participants
in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claiming that the defendants breached their fiduciary duties by investing a significant portion of the plans» assets
in risky and
high - cost hedge fund and private
equity investments through custom - built target - date funds.
The lawsuit claimed the defendants breached their fiduciary duties by investing a significant portion of the plans» assets
in risky and
high - cost hedge fund and private
equity investments through custom - built target - date funds.
Such strategies involve investing predominantly
in corporate credit, including senior secured and mezzanine loans and
high yield, distressed and
high grade debt securities, private
equity controlled positions, real estate
investment and
investment in pools of non-performing loans
in Europe and Asia.
The Wisdom Tree U.S. Dividend Growth Fund (DGRW) is an
equity investment with
higher market risk that seeks to invest
in dividend growth
equities.
The
investments are subject to the volatility of the financial markets, including that of
equity and fixed income
investments in the U.S. and abroad, and may be subject to risks associated with investing
in high - yield, small - cap, and foreign securities.
Plaintiff Christopher M. Sulyma, on behalf of two proposed classes of participants
in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claims that the defendants breached their fiduciary duties by investing a significant portion of the plans» assets
in risky and
high - cost hedge fund and private
equity investments.
Strong markets correspond to time periods of the
equity market when National Bureau of Economic Research and Fidelity
Investments» Asset Allocation Research Team place a
high probability on the economy being
in either early or mid-cycle.
Mathrani, then the
highest paid real estate
investment trust executive, got an incentive of at least $ 2 million
in 2015 and 2016 and a $ 25 million five - year
equity retention grant.
Through a period
in which interest rates have been historically low and
equity markets have posted record
highs, there have been relatively few opportunities for active investors to identify differentiated
investment ideas.
The average
investment - grade (
high - yield) bond trades on less than 32 % (36 %) of days over the prior six months — liquidity
in corporate bonds was considerably lower than
in traditional listed
equity markets.
Equity crowdfunding
investments in private placements, and start - up
investments in particular, are speculative and involve a
high degree of risk and those investors who can not afford to lose their entire
investment should not invest
in start - ups.
The bank posted $ 1.6 billion
in revenues from
investment banking, down 7 % «driven by lower debt and
equity underwriting fees, which were partially offset by
higher advisory fees.»
Our asset class specialists advise on fixed - income and
equity recommendations
in line with our
high conviction
investment themes
in both developed and emerging markets.
During periods of decline it can be helpful to find long ideas among stocks which a) have low levels of debt,
in case the market decline deepens, b) have a history of
high returns on
equity and
investments c) have shown price momentum despite waning momentum
in the overall markets.
They bought enormous amounts of mortgages and other debt instruments, and they drove down interest rates to virtually zero to ensure that the large
investment banks and financial institutions survived — forcing retail investors to participate
in high - risk securities such as
equities and corporate debt instead of stashing their money
in banks.
The net income deficit widened to $ 4.7 billion
in the March quarter, with increased income inflows due to
higher returns on
equity investments abroad partially offsetting growth
in outflows.
«A conservative
investment portfolio comprised of 60 % fixed income, 35 %
equity investment or stocks, and 5 %
in a
high yield savings account (cash equivalent).»
Alternative
investments, such as hedge funds, private
equity / private debt and private real estate funds, are speculative and involve a
high degree of risk that is suitable only for those investors who have the financial sophistication and expertise to evaluate the merits and risks of an
investment in a fund and for which the fund does not represent a complete
investment program.
Goldman Sachs raised $ 21.5 billion
in 88
equity deals
in 2013, including the $ 2.1 billion IPO of social media giant Twitter
in November, which was a
higher value than any other
investment bank, according to Dealogic.
Grupo Aval, based
in Bogotá, raised $ 669 million
in a single
equity deal last year, more than any other bank
in Colombia, making it the country's second -
highest overall earner of
investment banking fees, according to Dealogic.
We were also thinking that if an acquisition came to fruition, we could at that time reward our investors w / conversion to
equity or a
higher return
in order to provide a further reward for their assistance /
investment.
Also because of regulations, smaller retail investors have effectively been blocked from participating
in higher - yielding
investments — namely, private
equity and venture capital, whose 10 - year compound annual growth rates have averaged 11.8 and 11 percent, quite a bit more than Treasuries,
equities and other common asset classes.
Gold rose to the
highest price since March as a slump
in global
equity markets increased the appeal of precious metals as an alternative
investment.
Increased productivity, and ultimately
higher living standards, comes from
investment in capital, provided by financial intermediaries like private
equity firms.
The Oakmark
Equity and Income Fund invests
in medium - and lower - quality debt securities that have
higher yield potential but present greater
investment and credit risk than
higher - quality securities, which may result
in greater share price volatility.
The Index consists of 100 of the
highest dividend - yielding securities (excluding real estate
investment trusts (REITs)
in the Dow Jones U.S. Index, a broad - based index representative of the total market for the United States
equity securities.
The possibility of
higher tariffs could reduce global growth, but it may have a larger effect on the U.S.. That's why we think it's important to continue to own both U.S. and international
equity investments in appropriate amounts, keeping your portfolio well - diversified internationally.
The global
investment leaders have been
equities in countries whose central banks have engaged
in high powered monetary policy — specifically the US and Japan.
By purchasing these companies after a price decline, we find we are able to control risk
in the portfolio as these
investments often have less downside while offering a decent potential return.The U.S.
Equity Fund seeks to invest
in companies with a lower Price to Book Ratio, lower Price to Earnings Ratio and
higher Dividend Yield than the S&P 500 index.
Our
investment - led process has been refined to focus on
high - conviction private
equity strategies with risk - return profiles that have rewarded illiquidity
in the past, and where we believe that a supply and demand imbalance between the need for
investment and available capital will persist
in the future.